Dayton Bar Foundation. Grant Application

Transcription

1 Dayton Bar Foundation Grant Application SECTION ONE Funder to which this application is directed Date of Application Dayton Bar Foundation Applicant Organization (Full Legal Name) Doing Business As Previous Name, if changed IRS letter date Tax Exempt ID # (EIN) Name of Executive Director Name of Attorney (if applicable) Name of Accountant (if applicable) Name of Contract Fundraiser (if applicable) Name of Fiscal Sponsor (if applicable) Proposal Contact Name Title Phone Fax Street Address City State Zip Code Organization Website Mailing Address (if different than street address) City ORGANIZATION NAME CONTACT INFORMATION 1 P age

2 State Zip Code Organization s Budgeted Expenses for Current Year (give fiscal year end mm/dd/yy) Endowment Size (market value as of fiscal year mm/dd/yy) Organization s Major Funding Sources (e.g., United Way, local community foundation, county board of health, etc.) by percentage ORGANIZATION FINANCIAL INFORMATION $ $ ORGANIZATION S AFFILIATION United Way: Yes No Other (specify): Chapter of national or regional organization (specify): Program/Project Title Total Budget for this Program/Project $ Amount of this request $ Grant Duration (e.g., one-year grant, etc.) REQUEST DATA Anticipated Project Start Date Community/Counties served by this Program/Project Total Number of people to be served during grant period Brief demographic description of population served by this Program/Project TYPE OF REQUEST (check all that apply and see glossary for definitions) Capital Technical assistance Operating Endowment Program/Project Start-up Other (specify) Signature of Executive Director Signature of Board President SIGNATURES (both are required unless otherwise specified by funder) 2 P age

3 SECTION TWO ORGANIZATIONAL BACKGROUND The following section should not exceed 2 pages in total. Responses should be typed, single-spaced, single-sided and use 11 or 12-point type. You may answer questions individually or group them into one narrative for this section. 1. Brief summary of organization s history and statement of organization s mission 2. Brief description of current programs/projects and activities. 3. Evidence of organization s overall effectiveness (please list achievement of specific organizational or program goals). 4. Description of population and geographic region (community/counties) served by this organization. In general, the following narratives, which include Sections Three through Six, should not exceed four pages in total. Responses should be typed, single-spaced, singlesided and use 11 or 12-point type. You may answer questions individually or group them into one narrative for these sections. SECTION THREE STATEMENT OF NEED OR COMMUNITY BENEFIT 1. What is the problem, challenge or need that is unaddressed or unmet? Or what is the community benefit that this program or project will impart? 2. What is the research, statistic(s) or evidence that shows this need or benefit exists? 3 P age

4 SECTION FOUR PROGRAM/PROJECT DESCRIPTION & METHODOLOGY 1. Description of program/project, including: a. Summary description of overall program/project to be funded under this grant b. Brief description of goals and objectives for program/project c. Timetable for implementation and duration of program/project d. Evidence of use of best practices (For example, is this program/project based on a program that has been shown to be effective in other settings? Is it based on national standards?). If the initiative is a pilot project and has not been done before, please list assumptions on why new approach will succeed. 2. How and with whom will the organization collaborate on this particular program/project? 3. Why is your organization positioned to address this need or benefit (e.g., skills, location, etc.)? 4. How is your project different from similar existing projects at other organizations? 4 P age

5 SECTION FIVE EVALUATION AND RESULTS Please see glossary for definition of Outcomes, as well as the guidelines before completing this section. 1. Provide specific short-term, intermediate and/or long-term outcomes of this program/project and the timeframe within which they will occur. 2. How will outcomes be measured and who (e.g. staff, consultant, etc.) will measure them? 3. How will the results be used and disseminated by your organization and/or others? 4. How will the project s constituents and/or clients be actively involved in evaluating the project? 5. If this is an ongoing program/project or if its purpose is to provide direct support to an ongoing program/project, summarize past quantitative and qualitative outcomes of that program/project. SECTION SIX PROGRAM/PROJECT FUNDING PLANS 1. List of other funders to whom this current proposal has been and will be submitted. For each funder, indicate amount requested and status of request (e.g. to be submitted, pending, funded, or declined ). If funded, specify amount of grant and date received. 2. Other anticipated funding for this current proposal including: a. Earned revenue b. In-kind support c. Special events d. Fundraisers, etc. 3. If this will be an ongoing program/project, describe plans and specific sources for future/long-term funding. 5 P age

6 SECTION SEVEN REQUIRED FINANCIAL ATTACHMENTS 1. List of grants greater than $5,000 (including funder name, amount, and brief description) received during your organization s two most recently completed fiscal years. 2. Total organizational budget for current fiscal year* including a column showing the organization s year-to-date status (budget vs. actual). 3. Project request budget* for your entire project. 4. Two most recently completed Form 990s. 5. If your organization has an endowment greater than $100,000, please provide your endowment spending policy. 6. Additional financial forms including: a. Most recently completed audit if available, including auditor s notes and management letter if issued. b. Statement of Revenue/Support and Expenses* for your organization s most recently completed fiscal year. c. Current Balance Sheet. *Available as common form SECTION EIGHT OTHER REQUIRED ATTACHMENTS 1. IRS letter of determination 501(c)(3), or if such a letter does not exist see specific funder requirements 2. Names and organizations of board members, plus a brief narrative on the board s operations that answers the following questions: a. What are the term limits of board members? b. What are the standing committees of the board? c. What is the fundraising responsibility of the board? d. How frequently does the full board receive financial reports? e. How frequently does the full board meet and what percentage attend on average? f. What (if any) long-range or strategic plan has the board adopted? 3. List of key staff members and qualifications, or an organizational chart 4. One example of each of the following (if available): a. Annual reports b. Organizational brochure c. Sample newsletter d. Program brochure These items can be mailed to the funder if they are not available electronically. 5. Letters of commitment from collaborating organizations, if appropriate. 6 P age

7 GLOSSARY Capital Request A planned undertaking to purchase, build or renovate a space or building, or to acquire equipment. In-Kind Support A contribution of equipment/materials, time, and or services that the donor has placed a monetary value on for tax purposes. Methodology A sequence of activities needed to accomplish the program objectives. Operational Support A grant given to cover an organization s day-to-day expenses such as salaries, utilities, office supplies, etc. Outcomes The changes in (or benefits achieved by) individuals or communities due to their participation in program/project activities. This may include changes to participants knowledge, skills, values, behavior, condition or status. In general, outcomes are described in quantitative or qualitative terms. Quantitative (or Measurable) outcomes - are changes or benefits that can be measured or counted and expressed with a numerical value. For example, 30 of the 40 third-grade students participating in the literacy program will increase their reading level by one grade level. Qualitative outcomes - are changes or benefits that refer only to the characteristics of something being described, rather than exact numerical measurement. Qualitative changes can be observed (or detected through the senses) and are generally described in a narrative form. For example, the mother of a student participating in the literacy program stated that her daughter no longer feared reading aloud in class now that she could read at the same level as her classmates. Program An organized set of services designed to achieve specific outcomes for a specified population that will continue beyond the grant period. Project A planned undertaking or organized set of services designed to achieve specific outcomes that begins and ends within a specified time period. (A successful project may become an ongoing program.) Technical Assistance Operational or managerial assistance given to a nonprofit organization. It may include fundraising assistance, budgeting or financial planning, program planning, legal advice, marketing or other aids to management. Assistance may be offered directly by a foundation or corporate staff member or in the form of a grant to pay for the services of a consultant. 7 P age